LSGR vs MFSG
Natixis Loomis Sayles Focused Growth ETF vs MFS Active Growth ETF
Which is better, LSGR or MFSG?
MFSG has been ahead.
MFSG has a lower expense ratio. MFSG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. MFSG is less concentrated, with 53.3% of the fund in its ten largest positions against 76.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | LSGR | MFSG |
|---|---|---|
| Expense Ratio | 0.59% | 0.49%Best |
| AUM | $929M | $406M |
| Dividend Yield | 0.00% | 0.06% |
| Holdings | 44 | 69 |
| YTD Return | +2.25% | +7.53%Best |
| 1Y Return | +3.06% | +9.18%Best |
| 3Y Return (annualized) | +21.65% | - |
| Volatility (annualized) | 18.7% | 17.5%Best |
| Max Drawdown | -22.9%Best | -23.2% |
| $10,000 over 1.9 years | $11,489 | $12,025Best |
| Top 10 Weight | 76.0% | 53.3%Best |
| Fund Family | Natixis Funds | MFS Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 29, 2023 | Dec 5, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 5, 2024 to Oct 14, 2026 (1.9 years).
LSGR vs MFSG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.9 years both funds cover.
LSGR vs MFSG Performance
Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds and MFS Active Growth ETF (MFSG) is an ETF from MFS Investment Management. Over the past year LSGR returned +3.06% while MFSG returned +9.18%. Year to date, LSGR is up 2.25% versus a gain of 7.53% for MFSG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LSGR has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 17.5% for MFSG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -22.9% for LSGR and -23.2% for MFSG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LSGR charges 0.59% per year while MFSG charges 0.49%. On a $10,000 position that is $59 vs $49 annually, a gap of $10 per year that compounds over a long holding period. On income, LSGR currently yields 0.00% against 0.06% for MFSG.
Holdings Overlap
69.4% of LSGR's money is in holdings MFSG also owns. 42.2% of MFSG's money is in holdings LSGR also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 21 positions we hold weights for in LSGR and 67 in MFSG, against full books of 44 and 69.
What only one of them owns
Our book lists 53 positions for MFSG that do not appear in our book for LSGR (52.4% of the fund), and 12 for LSGR that do not appear in MFSG (30.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in LSGR | Weight in MFSG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 18.76% | 13.98% | 4.78% |
| GOOGLAlphabet Inc | 11.66% | 11.60% | 0.06% |
| METAMeta Platforms Inc | 9.04% | 2.81% | 6.23% |
| MSFTMicrosoft Corp | 6.07% | 5.28% | 0.79% |
| AMZNAmazon.Com Inc | 7.62% | 2.83% | 4.79% |
| VVisa Inc Class A | 3.99% | 3.36% | 0.63% |
| TSLATesla Inc | 6.14% | 0.86% | 5.28% |
| MNSTMonster Beverage Corp. | 4.59% | 0.85% | 3.74% |
| SBUXStarbucks Corp | 1.55% | 0.67% | 0.88% |
69.4% of LSGR is already inside MFSG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LSGR or MFSG?
LSGR has an expense ratio of 0.59% while MFSG charges 0.49%. MFSG is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, LSGR or MFSG?
Over the past year LSGR returned +3.06% vs +9.18% for MFSG, so MFSG leads on 1-year performance. Over the longest common window we track (2 years), LSGR annualized +7.58% vs +10.19% for MFSG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LSGR or MFSG?
LSGR has been the more volatile fund at 18.7% annualized versus 17.5% for MFSG. Worst drawdown: LSGR -22.9% vs MFSG -23.2%.
Should I hold both LSGR and MFSG?
LSGR and MFSG have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between LSGR and MFSG?
69.4% of LSGR's money is in holdings MFSG also owns. 42.2% of MFSG's is in holdings LSGR also owns. They hold 9 positions in common, counted across the 21 positions we hold weights for in LSGR and 67 in MFSG.
Which pays a higher dividend, LSGR or MFSG?
LSGR yields 0.00% while MFSG yields 0.06%, so MFSG currently pays the higher dividend yield.
Is MFSG better than LSGR?
MFSG has a lower expense ratio. MFSG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. MFSG is less concentrated, with 53.3% of the fund in its ten largest positions against 76.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.